Miller Buckfire & Co.

Financial Advisor Natalea Simmons Joins Stifel In Suburban St. Louis

Retrieved on: 
Friday, October 13, 2023

ST. LOUIS, Oct. 13, 2023 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that financial advisor Natalea Simmons has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in Frontenac, Missouri.

Key Points: 
  • ST. LOUIS, Oct. 13, 2023 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that financial advisor Natalea Simmons has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in Frontenac, Missouri.
  • Ms. Simmons has 21 years of investment industry experience, all at Merrill Lynch, where she was responsible for $431 million in client assets.
  • “We couldn’t be more excited to bring our practice to Stifel,” said Ms. Simmons.
  • Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions.

Stifel Bolsters Emerging Markets Group With New Hires

Retrieved on: 
Thursday, October 5, 2023

The Emerging Markets Group is responsible for trading, analysis, and distribution of global emerging market securities for the firm’s institutional fixed income clients.

Key Points: 
  • The Emerging Markets Group is responsible for trading, analysis, and distribution of global emerging market securities for the firm’s institutional fixed income clients.
  • “Stifel’s experienced sales team is an anchor for the high-touch service that our clients have become accustomed,” said David Rubulotta, Deputy Co-Head of Fixed Income Capital Markets at Stifel.
  • “This is an exceptional opportunity for us to bring on sales professionals with a strong track record of success and who have a deep understanding of the emerging markets space and the specific needs of institutional investors,” added Daniel Gardella, Head of Emerging Markets at Stifel.
  • Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions.

Stifel Independent Advisors Charts Future of Wealth Management at Three-Day Conference

Retrieved on: 
Wednesday, October 11, 2023

ST. LOUIS, Oct. 11, 2023 /PRNewswire/ -- Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, concluded its highly anticipated SIAccess 2023 Forum. This year's conference, held this fall, brought together industry leaders, experts, and Stifel's C-suite executives for an event that delivered insight and education for Stifel Independent Advisors' network of elite financial advisors taking their practices to the next level with the firm. Stifel Independent Advisors currently oversees $6.5 billion in assets under management (AUM).

Key Points: 
  • ST. LOUIS, Oct. 11, 2023 /PRNewswire/ -- Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, concluded its highly anticipated SIAccess 2023 Forum.
  • Stifel Independent Advisors currently oversees $6.5 billion in assets under management (AUM).
  • "The SIAccess 2023 Forum, a relatively new conference now held annually at our headquarters in St. Louis, has once again proven to be a premier platform for industry leaders to collaborate, share ideas, and chart the course for the future of independent wealth management for highly experienced advisors," said Alex David, President and CEO of Stifel Independent Advisors.
  • Mr. O'Keeffe is responsible for developing investment strategy and corresponding investment offerings for Stifel advisors and their clients.

Stifel Enhances Options and Equity Derivatives Offering with Key New Hires

Retrieved on: 
Wednesday, October 4, 2023

ST. LOUIS, Oct. 04, 2023 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced several key hires to its Options and Equity Derivatives team, helping to enhance the depth and breadth of its product suite for institutional investors.

Key Points: 
  • ST. LOUIS, Oct. 04, 2023 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced several key hires to its Options and Equity Derivatives team, helping to enhance the depth and breadth of its product suite for institutional investors.
  • “Stifel’s options and equity derivatives offering is built around the core concept of synthesizing the most relevant information from across markets into value-added strategy recommendations to help clients both generate and protect returns,” said Hugh Warns, Global Head of Equities at Stifel.
  • Previously, Southard was a Vice President of Equity Derivatives Sales at Stifel.
  • “I’m pleased to welcome Eric, Sean, and Jack to Stifel,” added Brian Donlin, Head of Equity Derivatives Strategy and Co-Head of U.S. Equity Research.

Stifel Announces Pending Retirement of Global Fixed Income Head Eric Needleman

Retrieved on: 
Monday, October 2, 2023

ST. LOUIS, Oct. 02, 2023 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that Eric Needleman, Global Head of Fixed Income, plans to retire at the end of this year.

Key Points: 
  • ST. LOUIS, Oct. 02, 2023 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that Eric Needleman, Global Head of Fixed Income, plans to retire at the end of this year.
  • “He set a standard of excellence that will continue to define Stifel's approach to the fixed income business.
  • During his tenure, Stifel’s Fixed Income Division has achieved remarkable milestones, maintained a strong reputation for excellence, and delivered exceptional value to clients.
  • “It has been a privilege to serve as Stifel’s Global Head of Fixed Income, and I greatly appreciate the support and partnership I have received over the years from clients and colleagues alike,” commented Mr. Needleman.

Stifel Expands SBA Trading Capabilities With Addition of Industry-Leading SBA 7(a) Trading Team

Retrieved on: 
Friday, September 29, 2023

“We are thrilled to welcome Craig and Chris to the team,” said Eric Needleman, Global Head of Fixed Income Capital Markets at Stifel.

Key Points: 
  • “We are thrilled to welcome Craig and Chris to the team,” said Eric Needleman, Global Head of Fixed Income Capital Markets at Stifel.
  • They managed the firm’s loan, security, and interest-only products, and were instrumental in the development of prepayment models and research.
  • “Craig and Chris bring an unmatched level of experience and energy to the SBA 7(a) and Government Guaranteed Loan trading space,” added Grant Robicheaux, Head of Rates Trading at Stifel.
  • Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions.

Stifel Reports August 2023 Operating Data

Retrieved on: 
Thursday, September 28, 2023

Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries.

Key Points: 
  • Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries.
  • Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC.
  • The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities.
  • Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions.

Stephen C. VanSuch Joins Stifel to Lead Youngstown Market

Retrieved on: 
Thursday, September 28, 2023

In this role, he will work with Ralph Fajack, Branch Manager, to lead the Youngstown market.

Key Points: 
  • In this role, he will work with Ralph Fajack, Branch Manager, to lead the Youngstown market.
  • Stifel also gained a Private Client Group office in Canfield in 2009 as part of its acquisition of 56 UBS Financial Services offices.
  • With the addition of Mr. VanSuch, Stifel now has 24 financial advisors across its two Canfield locations.
  • “My team and I are incredibly excited to move our practice to Stifel,” said Mr. VanSuch.

Stifel Reports July 2023 Operating Data

Retrieved on: 
Thursday, August 24, 2023

Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries.

Key Points: 
  • Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries.
  • Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC.
  • The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities.
  • Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions.

Stifel Declares Quarterly Common Stock Cash Dividend and Declares Preferred Stock Cash Dividend

Retrieved on: 
Wednesday, August 9, 2023

The Board of Directors also declared a quarterly cash dividend on the outstanding shares of its 6.25% Non-Cumulative Perpetual Preferred Stock, Series B (the “Series B Preferred Stock”), 6.125% Non-Cumulative Perpetual Preferred Stock, Series C (the “Series C Preferred Stock”), and 4.50% Non-Cumulative Perpetual Preferred Stock, Series D (the “Series D Preferred Stock”).

Key Points: 
  • The Board of Directors also declared a quarterly cash dividend on the outstanding shares of its 6.25% Non-Cumulative Perpetual Preferred Stock, Series B (the “Series B Preferred Stock”), 6.125% Non-Cumulative Perpetual Preferred Stock, Series C (the “Series C Preferred Stock”), and 4.50% Non-Cumulative Perpetual Preferred Stock, Series D (the “Series D Preferred Stock”).
  • The declared cash dividend on the Series B Preferred Stock, Series C Preferred Stock, and Series D Preferred Stock is for the period from June 15, 2023, up to, but excluding, September 15, 2023.
  • The declared cash dividend equated to approximately $0.390625 per depositary share, or $390.625 per share of the Series B Preferred Stock outstanding.
  • The declared cash dividend equated to approximately $0.3828125 per depositary share, or $382.8125 per share of the Series C Preferred Stock outstanding.